Milwaukee Area Agents
Robert Boeck**
Financial Planner
7033 Washington Avenue
Racine, WI 53406
Phone: (262) 898-7096
Fax: (262) 898-1330
rboeck@finsvcs.com
Rick Boyd**
Vice President
13890 Bishops Drive Suite 100
Brookfield, WI 53005
Phone: (262) 432-7213
Fax: (262) 432-7201
rboyd@finsvcs.com
Thomas Chiappetti**
FSA, CLU
Financial Planner
13890 Bishops Drive Suite 100
Brookfield, WI 53005
Phone: (262) 432-7208
Fax: (262) 432-7201
tchiappetti@finsvcs.com
Brion Collins**
CFP®, CLU, ChFC®
Integrated Financial Solutions, LLC¹
709B Milwaukee St.
PO Box 180227
Delafield, WI 53018
Phone: (262) 646-3549
Fax: (262) 646-3589
brioncollins@finsvcs.com
Jennifer DeJarnett
13890 Bishops Drive Suite 100
Brookfield, WI 53005
Phone: (262) 432-7205
Fax: (262) 432-7201
jdejarnett@finsvcs.com
Yolanda Franco
Lewens Financial Group, LLC¹
7033 Washington Ave, Suite 103
Racine, WI 53406
Phone: (262) 898-2921
Fax: (262) 898-7013
yfranco@finsvcs.com
Aaron Freund**
Financial Planner
Roell Capital Management, LLC¹
135 W. Wells St. Suite 626
Milwaukee, WI 53203
Phone: (414) 273-7300
Fax: (414) 273-7302
afreund@finsvcs.com
Lynette Lewens**
Financial Planner
Lewens Financial Group, LLC¹
7033 Washington Ave, Suite 102
Racine, WI 53406
Phone: (262) 898-2973
Fax: (262) 898-7013
llewens@finsvcs.com
John Massie**
CFP®
John Massie Financial Services, LLC¹
1155 E. Commerce Blvd.
Slinger, WI 53086
Phone: (262) 644-6027
jmassie@finsvcs.com
Brian Roell**
Financial Planner, CLU
Roell Capital Management, LLC¹
135 W. Wells St. Suite 626
Milwaukee, WI 53203
Phone: (414) 273-7300
Fax: (414) 273-7302
broell@finsvcs.com
Todd Sivak**
CFP®, CFS, ChFC®
709B Milwaukee St.
PO Box 180227
Delafield, WI 53018
Phone: (262) 646-3549
Fax: (262) 646-3589
Integrated Financial Solutions, LLC¹
tsivak@finsvcs.com
Jason R. Smith**
Financial Planner
13890 Bishops Drive Suite 100
Brookfield, WI 53005
Phone: (262) 432-7214
Fax: (262) 432-7201
jrsmith@finsvcs.com
Kirk Tessendorf**
Financial Planner
13890 Bishops Drive Suite 100
Brookfield, WI 53005
Phone: (262) 432-7207
Fax: (262) 432-7201
ktessendorf@finsvcs.com
Gary Tsoumas**
Executive Vice President
13890 Bishops Drive Suite 100
Brookfield, WI 53005
Phone: (262) 432-7210
Fax: (262) 432-7201
gtsoumas@finsvcs.com
David Varney*
Agency Brokerage Director
13890 Bishops Drive, Suite 100
Brookfield, WI 53005
Phone: (262) 432-7219
Fax:(262) 432-7201
dvarney@finsvcs.com
*Registered representatives of and offers securities through MML Investors Services, Inc. Member SIPC
**Registered representatives of and offers securities, investment advisory, and financial planning services through MML Investors Services, Inc. Member SIPC
Supervisory office: 525 Junction Road, Suite 8100 North Tower, Madison, WI 53717 (800) 779-6277
Insurance offered through Massachusetts Mutual Life Insurance Company and other fine companies.
1 Not an affiliate or subsidiary of MML Investors Services, Inc.
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